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安霸（AMBA）与RE/MAX Holdings, Inc.（RMAX）财务数据对比。点击上方公司名可切换其他公司
安霸的季度营收约是RE/MAX Holdings, Inc.的1.5倍（$108.5M vs $71.1M），RE/MAX Holdings, Inc.净利率更高（2.0% vs -13.9%，领先16.0%），安霸同比增速更快（31.2% vs -1.8%），RE/MAX Holdings, Inc.自由现金流更多（$33.5M vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs -4.7%）
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
RE/MAX是全球知名的房地产特许经营机构，业务遍布全球一百多个国家和地区，旗下拥有数千家门店，总计超过十万名房产经纪人，在国际房产中介领域拥有极高的品牌知名度与市场影响力。
AMBA vs RMAX — 直观对比
营收规模更大
AMBA
是对方的1.5倍
$71.1M
营收增速更快
AMBA
高出33.0%
-1.8%
净利率更高
RMAX
高出16.0%
-13.9%
自由现金流更多
RMAX
多$2.1M
$31.4M
两年增速更快
AMBA
近两年复合增速
-4.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $71.1M |
| 净利润 | $-15.1M | $1.4M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 13.1% |
| 净利率 | -13.9% | 2.0% |
| 营收同比 | 31.2% | -1.8% |
| 净利润同比 | 37.2% | -75.2% |
| 每股收益（稀释后） | $-0.35 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMBARMAX
| Q4 25 | $108.5M | $71.1M | ||
| Q3 25 | $95.5M | $73.2M | ||
| Q2 25 | $85.9M | $72.8M | ||
| Q1 25 | $84.0M | $74.5M | ||
| Q4 24 | $82.7M | $72.5M | ||
| Q3 24 | $63.7M | $78.5M | ||
| Q2 24 | $54.5M | $78.5M | ||
| Q1 24 | $51.6M | $78.3M |
净利润AMBARMAX
| Q4 25 | $-15.1M | $1.4M | ||
| Q3 25 | $-20.0M | $4.0M | ||
| Q2 25 | $-24.3M | $4.7M | ||
| Q1 25 | $-20.2M | $-2.0M | ||
| Q4 24 | $-24.1M | $5.8M | ||
| Q3 24 | $-34.9M | $966.0K | ||
| Q2 24 | $-37.9M | $3.7M | ||
| Q1 24 | $-60.6M | $-3.4M |
毛利率AMBARMAX
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
营业利润率AMBARMAX
| Q4 25 | -15.0% | 13.1% | ||
| Q3 25 | -23.0% | 25.0% | ||
| Q2 25 | -30.1% | 19.3% | ||
| Q1 25 | -30.2% | 7.2% | ||
| Q4 24 | -30.9% | 5.9% | ||
| Q3 24 | -56.9% | 19.4% | ||
| Q2 24 | -72.4% | 20.6% | ||
| Q1 24 | -80.8% | 5.8% |
净利率AMBARMAX
| Q4 25 | -13.9% | 2.0% | ||
| Q3 25 | -20.9% | 5.4% | ||
| Q2 25 | -28.3% | 6.4% | ||
| Q1 25 | -24.1% | -2.6% | ||
| Q4 24 | -29.1% | 8.0% | ||
| Q3 24 | -54.8% | 1.2% | ||
| Q2 24 | -69.6% | 4.7% | ||
| Q1 24 | -117.4% | -4.3% |
每股收益（稀释后）AMBARMAX
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $174.1M | $118.7M |
| 总债务越低越好 | — | $432.2M |
| 股东权益账面价值 | $590.1M | $452.4M |
| 总资产 | $751.9M | $582.5M |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资AMBARMAX
| Q4 25 | $174.1M | $118.7M | ||
| Q3 25 | $142.7M | $107.5M | ||
| Q2 25 | $141.3M | $94.3M | ||
| Q1 25 | $144.6M | $89.1M | ||
| Q4 24 | $127.1M | $96.6M | ||
| Q3 24 | $153.9M | $83.8M | ||
| Q2 24 | $131.8M | $66.1M | ||
| Q1 24 | $144.9M | $82.1M |
总债务AMBARMAX
| Q4 25 | — | $432.2M | ||
| Q3 25 | — | $433.3M | ||
| Q2 25 | — | $434.4M | ||
| Q1 25 | — | $435.3M | ||
| Q4 24 | — | $436.2M | ||
| Q3 24 | — | $437.2M | ||
| Q2 24 | — | $438.1M | ||
| Q1 24 | — | $439.0M |
股东权益AMBARMAX
| Q4 25 | $590.1M | $452.4M | ||
| Q3 25 | $576.5M | $448.1M | ||
| Q2 25 | $572.7M | $442.4M | ||
| Q1 25 | $561.4M | $433.5M | ||
| Q4 24 | $554.3M | $429.5M | ||
| Q3 24 | $547.6M | $423.1M | ||
| Q2 24 | $555.4M | $418.4M | ||
| Q1 24 | $559.9M | $412.0M |
总资产AMBARMAX
| Q4 25 | $751.9M | $582.5M | ||
| Q3 25 | $706.4M | $582.2M | ||
| Q2 25 | $701.9M | $574.8M | ||
| Q1 25 | $689.0M | $571.4M | ||
| Q4 24 | $670.8M | $581.6M | ||
| Q3 24 | $650.3M | $578.6M | ||
| Q2 24 | $638.7M | $571.4M | ||
| Q1 24 | $657.7M | $566.7M |
负债/权益比AMBARMAX
| Q4 25 | — | 0.96× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.00× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.05× | ||
| Q1 24 | — | 1.07× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $34.3M | $40.9M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $33.5M |
| 自由现金流率自由现金流/营收 | 29.0% | 47.1% |
| 资本支出强度资本支出/营收 | 2.7% | 10.4% |
| 现金转化率经营现金流/净利润 | — | 28.39× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $56.8M |
8季度趋势，按日历期对齐
经营现金流AMBARMAX
| Q4 25 | $34.3M | $40.9M | ||
| Q3 25 | $5.5M | $17.7M | ||
| Q2 25 | $14.8M | $4.6M | ||
| Q1 25 | $25.4M | $5.7M | ||
| Q4 24 | $6.6M | $59.7M | ||
| Q3 24 | $16.7M | $17.6M | ||
| Q2 24 | $-15.0M | $15.9M | ||
| Q1 24 | $-4.0M | $9.4M |
自由现金流AMBARMAX
| Q4 25 | $31.4M | $33.5M | ||
| Q3 25 | $1.4M | $16.4M | ||
| Q2 25 | $10.2M | $2.9M | ||
| Q1 25 | $21.2M | $4.0M | ||
| Q4 24 | $4.1M | $53.0M | ||
| Q3 24 | $14.2M | $16.3M | ||
| Q2 24 | $-16.1M | $14.0M | ||
| Q1 24 | $-6.0M | $6.8M |
自由现金流率AMBARMAX
| Q4 25 | 29.0% | 47.1% | ||
| Q3 25 | 1.4% | 22.4% | ||
| Q2 25 | 11.9% | 4.0% | ||
| Q1 25 | 25.3% | 5.3% | ||
| Q4 24 | 5.0% | 73.2% | ||
| Q3 24 | 22.2% | 20.8% | ||
| Q2 24 | -29.5% | 17.8% | ||
| Q1 24 | -11.6% | 8.6% |
资本支出强度AMBARMAX
| Q4 25 | 2.7% | 10.4% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 2.2% | ||
| Q1 25 | 5.0% | 2.3% | ||
| Q4 24 | 3.0% | 9.1% | ||
| Q3 24 | 4.0% | 1.7% | ||
| Q2 24 | 2.1% | 2.4% | ||
| Q1 24 | 3.7% | 3.3% |
现金转化率AMBARMAX
| Q4 25 | — | 28.39× | ||
| Q3 25 | — | 4.45× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 10.28× | ||
| Q3 24 | — | 18.22× | ||
| Q2 24 | — | 4.29× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
RMAX
| Franchising Segment | $50.1M | 70% |
| Broker Fees | $13.9M | 20% |
| Annual Dues | $7.4M | 10% |
